Background documentationAttaching Documents and Linking to References (Issue)

 

Issues are handled by multiple processors and therefore it is important that an issue is well-documented. Project Issue and Change Management allows you to document issues by:

  • Attaching local files relevant to the issue

  • Linking to relevant URLs

  • Linking to related reference objects

  • Linking to documents from Document Management System (DMS)

Example Example

A site supervisor in a construction project logs an issue to report some defects in plumbing. He attaches photographs of the affected pipes, adds the URL of the project, links to a resolved issue (with a similar problem) so that the processors can look at how it was solved; and then finally links the issue to a DMS document of the architectural plan of the plumbing.

End of the example.

Prerequisites

You have made the following settings under Customizing for Project Issue and Change Management:

  • Attachments

    Start of the navigation path Basic Settings Next navigation step Define Document Types and Document Schemas End of the navigation path

    This Customizing allows you to define the document types that you can attach to issues.

  • Reference Object Links

    Start of the navigation path Processing of Issues, Change Requests, and Activities Next navigation step Processing of Issues and Change Requests Next navigation step Define Issue and Change Request Types End of the navigation path (in the Reference Objects view)

Procedure

Attaching Local Files and Linking to URLs

  1. On the creation or edit screen of an issue, choose Attachments and URLs.

  2. To upload local files as attachments to the issue, choose File.

  3. To add hyperlinks with http or https protocols, choose URL.

  4. Save your changes.

Linking to Reference Objects

  1. On the creation or edit screen of an issue, choose Related Reference Objects.

  2. To link to issues, change requests, DMS documents, or project objects, choose Object and the corresponding menu items.

    Note Note

    The Project Object menu item is only active if you have entered a project under Issue Description.

    End of the note.

  3. Save your changes.

    Note Note

    You can select a referenced object and choose Launch to launch the object in one of the available transactions. For example, for a selected purchase order, the Launch menu gives you the option of launching the purchase order in either the display mode or the change mode.

    End of the note.

More Information

Object Relationships: References and Assignments